Why everyone needs a
TAX PLANNING STRATEGY...
We can not stress this enough. It is vital that you understand the power of tax strategy if you are to retire the way you want to retire.
Tax strategies are used to help you take advantage of every legal tax code that allows you to potentially reduce cost over your lifetime and the life of your beneficiaries. We identify, educate and illustrate strategies that could help you in your specific situation and stages in life, retirement and legacy.
You will...
LOWER YOUR TAXES - meaning MORE MONEY for YOU to save and INVEST IN YOUR FUTURE.
Lower Your Estate Tax Obligations - meaning more money for your heirs.
Gain Estate Planning Flexibility
Offset Cost Of Inflation
Maximize Your Retirement Income
How Are You Being TAXED?
What Options Should YOU Be Using? And WHEN?
ROTH IRAs are a tax strategy that is an after-tax investment that can grow Tax-Free. Which contains funds from the market, annuities, banks, and more.
Non-Qualified Annuities are taxed as ORDINARY INCOME, not as LONG-TERM Capital Gains. Which means that you could end up paying much more in tax than you may have expected.
Roth 401(k) accounts are subject to the same required minimum distribution (RMD) rules that apply to traditional 401(k) accounts.
Therefore, the account owner must start taking RMDs from their Roth 401(k) for the year in which they reach age 73 and continue for every year thereafter. Learn how to avoid RMD's on a ROTH 401(k). READ MORE...
What Strategies Have You Implemented?
Withdrawal Strategies
Are you tax efficient on your annual withdrawals from your investments?
Long-term Capital Gains
Are you resetting the cost basis every year?
Tax-Free Growth Strategies
Utilizing a Tax-Free Growth strategy that could reduce your taxes over your lifetime. There are some great tools like a ROTH IRA, ROTH 401(k) and a CVLI (before age 65)
Learn More About...
We offer you FREE webinar Financial Education classes to help you understand your options on many topics.
Question For You:
With historic LOW taxes and HIGH debt, do you think taxes go down or UP In The Future?!
Educational Tax Videos
Learn about different types of taxes and how they affect you in retirement such as Social Security Spikes and how Short and Long-Term taxes strategies can be applied.
Learn about how the future of taxes may impact your Retirement and what you can do to to create TAX-FREE income strategy. You can even request your own personalized report.
NOW...
Request your own Tax Analysis
We will send you our FORM that will help us generate your own personalized tax analysis that you have seen in the video above.
This is a value educational only piece. Every single person will have different needs and solutions.
You will have your own personal review.
Welcome!
WE'RE HERE TO HELP MAKE YOUR RETIREMENT PLAN FAST, EASY TO UNDERSTAND AND RISK-FREE.
We're glad you're here, because it's simple, quick and easy.
You can slot yourself right into our calendar so we can meet face to face.
You're financial abundance, freedom and peace of mind is right around the corner.
Office:
3892 Stoneridge,
Carlsbad, CA. 92010
Call Support
Mariana: (801)-554-2574
Email:
Site:
www.LegendaryLifestylePlanning.com
